Keep the process moving with automated workflow.
The powerful workflow tools within WebEquity® significantly improve staff productivity. From prospecting to loan origination to analysis to decisioning and beyond, you’ll be able to automatically define and guide the path of all the tasks that require action. In addition, you can easily customize the look and functionality of every statement and form your employees use. Your standardized documents, charts, graphs and reports make information easy to review for everyone involved—including examiners and regulators.
The result? WebEquity is easy to use and helps get the job done—easier, faster, better.
Eliminate redundant data entry.
Once data is entered into the system, WebEquity automatically inserts it anywhere it’s needed, populating all the applicable documents and screens it touches. The flow is seamless and effortless. The chances of error are greatly reduced. Unnecessary work and paper shuffling are all but eliminated.
Slash time requirements with automated tools.
Where time savings are concerned, data entry is, quite literally, just the beginning. WebEquity streamlines countless tasks throughout every lending function. Employing a host of automated workflow capabilities, the system will:
- Electronically track credit requests through the different stages of your business process as each increment of work is completed
- Attach eSignatures or "status markers" at each phase of your process to expedite approvals and build a clear audit trail
- Allow instant communications and notifications among colleagues, customers and prospects via the system’s eNotice facility
- Automatically retain and track each workflow item for a historical record of all customer record interactions
- Enable paperless loan committee decisioning and allow members to easily discuss, approve or deny loan requests regardless of their geographic locations
Learn how WebEquity’s workflow can slash time from your credit approvals.
